LOUDOUN EDUCATION FOUNDATION INC (EIN 541603768) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

CAROLE ADOLPHE

Phone

5712521102

Tax Period

2024-07-01 to 2025-06-30

LOUDOUN EDUCATION FOUNDATION INC, founded in 1991, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2017. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $189K, a strong 17% operating margin.

Mission

TO INVEST COMMUNITY RESOURCES IN EDUCATIONAL PROJECTS THAT ENCOURAGE STUDENTS, TEACHERS, AND ADMINISTRATORS OF LOUDOUN COUNTY PUBLIC SCHOOLS TO SEEK EDUCATIONAL EXCELLENCE AND TO CELEBRATE THOSE INDIVIDUALS THAT ACHIEVE SUCH EXCELLENCE.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,284,816

Program Service Revenue $0

Investment Income $130,019

Other Revenue $143,246

TOTAL REVENUE $3,558,081

Expense Breakdown

Grants Paid $2,525,084

Salaries & Benefits $445,012

Fundraising Expenses $0

Program Expenses $2,818,790

Other Expenses $378,471

TOTAL EXPENSES $3,348,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,558,081	$2,320,076	+0.5%
Expenses	$3,348,567	$3,085,913	+0.1%
Net Income	$209,514	$-765,837	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$97,808

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN FREDERICKSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL PERHAM	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MYSHEL GUILLORY	TREASURER	1.00	Officer Director	$0	$0	$0
TRACEY FITZSIMMONS	SECRETARY	1.00	Officer Director	$0	$0	$0
CAROLE ADOLPHE	TRUSTEE	0.50	Director	$0	$0	$0
AMIN BHAT	TRUSTEE	0.50	Director	$0	$0	$0
KELLY BLANKS	TRUSTEE	0.50	Director	$0	$0	$0
GRAFTON DEBUTTS	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN DIEMAR	TRUSTEE	0.50	Director	$0	$0	$0
ANNE DONOHUE	TRUSTEE	0.50	Director	$0	$0	$0
RUSTY FOSTER	TRUSTEE	0.50	Director	$0	$0	$0
JOE MAY	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN MITCHELL	TRUSTEE	0.50	Director	$0	$0	$0
MATTHEW NIEMAN	TRUSTEE	0.50	Director	$0	$0	$0
DORRI O'BRIEN	TRUSTEE	0.50	Director	$0	$0	$0
LYNN RUBIN	TRUSTEE	0.50	Director	$0	$0	$0
KYLE SANDERS	TRUSTEE	0.50	Director	$0	$0	$0
DAISY SAULLS	TRUSTEE	0.50	Director	$0	$0	$0
WADE TETSUKA	TRUSTEE	0.50	Director	$0	$0	$0
AARON SPENCE	TRUSTEE	0.50	Director	$0	$0	$0
DANIELLE NADLER	EXECUTIVE DI	40.00	Officer	$97,808	$0	$97,808

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,558,081	$3,348,567	$2,430,704	$209,514
2024	$2,320,076	$3,085,913	$2,016,872	$-765,837
2023	$2,559,485	$3,770,567	$2,641,084	$-1,211,082
2022	$5,193,618	$4,369,959	$3,829,571	$823,659
2021	$1,974,969	$1,687,836	$3,188,401	$287,133
2020	$1,257,534	$2,187,466	$2,899,340	$-929,932
2020	$1,227,606	$2,184,837	$2,807,162	$-957,231
2019	$4,850,987	$2,295,775	$3,817,999	$2,555,212
2018	$1,089,095	$900,081	$1,179,466	$189,014

LOUDOUN EDUCATION FOUNDATION INC